Meridian Investments, Inc.

Overview

Meridian Investments, Inc. is organized as a corporation and has been registered with the SEC since 1983. Ownership is listed as individual rather than institutional or corporate, and the firm's regulatory classification is unclassified. Public disclosures indicate Meridian is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has provided little detail about its advisory model: client segmentation, fee arrangements, and day-to-day advisory activities are not specified in the available records. That limited disclosure constrains visibility into the firm's target clientele and service offerings.

Assets & Accounts

Location & Offices